Michael CorgiatCRD Number: 1213019
Current Firm: The Retirement Group, LLC
Michael Corgiat (CRD# 1213019) is an Investment Advisor Representative working at The Retirement Group, LLC in Saint Louis, MO and has over 34 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Fsc Securities Corporation||Ballwin, MO||May 2014 - Current||3|
|Keystone Financial Services, LLC||St Louis, MO||Dec 2003 - Current||14|
|Securities America Inc.||St Louis, MO||Jul 2013 - May 2014||< 1|
|Securities America Advisors||St Louis, MO||Jul 2013 - May 2014||< 1|
|State Mutual||St Louis, MO||Jun 1984 - Sep 2012||28|
|Heartland Institute||Aurora, CO||Jan 2006 - Jun 2012||6|
|Everbank||Jacksonville, FL||May 2005 - Jun 2012||7|
|Securities America, Inc.||Maryland Heights, MO||Dec 2003 - Jun 2012||8|
|Securities America Advisors, Inc.||Maryland Heights, MO||Dec 2003 - Jun 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
- Criminal Record
Total Assets Under Management231MILLIONS
Total Number of Accounts1,389ACCOUNTS
Average Account Value$166,278
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, IL, IN, LA, MD, MI, MO, NC, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TX, UT, VA, WA